See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,701 | $117,841-66.3% | $102,423-61.2% | $145,922-72.8% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 7.60% | 31.65%-24.0pp | 29.32%-21.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,739 | $3,615-51.9% | $3,023-42.5% | $4,660-62.7% |
| Participant deferral / active EE | $1,112 | $5,731-80.6% | $5,053-78.0% | $6,688-83.4% |
| Admin fee / account holder | $15,180 | $13,326+13.9% | $9,451+60.6% | $13,397+13.3% |